Capital Research and Consulting

You need a smart
retirement plan solution,
not a longer to-do list

With over 27 years of fiduciary experience advising over
$4 billion of plan assets, learn how Capital Research +
Consulting can help you create better futures.


Retirement plan advisors

who speak your language

Sponsoring a retirement plan of any size is a big responsibility. At Capital Research + Consulting, we understand that you’re busy and you’re not in the business of retirement plans. You need an advisor to handle the red tape for you and keep you fully informed about what’s really important.

For you...

Our disciplined, full-service approach brings time savings, cost
control, and greater understanding

  • Compliance and fiduciary consulting
  • Investment consulting
  • Benchmarking and cost negotiation
  • Unique early warning system for problem funds

For your participants...

Better outcomes and a brighter future.

  • Proactive education
  • Responsive support
  • Better investment options


As a fiduciary, we stand beside you and act as your advocate.


We’re completely independent, so you get unbiased advice.


We’ve been helping keep clients worry-free since 1991.

Why Choose Capital Research + Consulting?

Our retirement plan experts stay on top of this rapidly-changing industry so you don’t have to.


In today’s litigious environment, you can’t afford to sit back. We proactively ensure your plan’s conformance with regulations and best practices. Our proprietary fund reporting also helps identify problems before they cause damage.


At CRC, we prioritize liability prevention.  We’ll make sure your plan is compliant and fully document all decisions as we go.  We’ll keep a watchful eye on fees to help ensure your participants get the most value.


You’re busy, so we do everything we can to keep the process easy for you.  This includes frequent meetings, unlimited support and executive-style reporting that is easy to understand.

Capital Insights

401(k) Plan Sponsors: Is It Time to Change Retirement Plan Advisors?

Retirement plan advisors can help you navigate the complexities of plan administration. But how do you know when the time is right to switch providers?

Retirement Plan Administration Lessons from Recent ERISA Lawsuits

Ideally, we learn from the experiences of others. If you’re a retirement plan sponsor, you’ll want to note some recent cautionary lessons.

Retirement Plan Sponsors: How to Keep Your 401(k) Committee on Track

With continuing litigation, prevention is critical for plan sponsors. Here’s how to keep your 401(k) committee on track to help prevent future problems.

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